AUMdb

New Process Steel, L.P. Employee Retirement & Savings Trust

Sponsored by New Process Steel, L.P. · EIN 760621168 · Plan #001

Total assets
$40.6M
Net assets
$40.6M
Active participants
428
With balances
615

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Raymond James & Associates, Inc Investment advisory (participants) $95,352
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$100,225